Oxinas Partners Wealth Management LLC 13F Holdings
CIK 0001759320 · JEFFERSONVILLE, IN
As of Sep 30, 2025, Oxinas Partners Wealth Management LLC reported 122 positions worth
CIK 0001759320 · JEFFERSONVILLE, IN
As of Sep 30, 2025, Oxinas Partners Wealth Management LLC reported 122 positions worth
86.8M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 139,930 | 2.4M | 6.67% |
| SPDR S&P 500 ETF TRUST | SPY | — | 16,905 | 1.3M | 6.03% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 98,230 | 0.3M | 5.50% |
| WISDOMTREE US QUALITY GROWTH FUND | QGRW | — | 171,452 | $9.8M | 5.27% |
| APPLE INC | AAPL | Technology | 29,318 | $7.5M | 4.00% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 11,313 | $6.8M | 3.64% |
| TESLA INC | TSLA | Consumer Cyclical | 13,533 | $6.0M | 3.22% |
| AMAZON.COM INC | AMZN | Equity | 27,229 | $6.0M | 3.20% |
| ALPHABET INC | GOOG | Equity | 20,450 | $5.0M | 2.67% |
| UNITED AIRLINES HOLDINGS INC | UAL | Industrials | 48,753 | $4.7M | 2.52% |
| WISDOMTREE YIELD ENHANCED US AGGREGATE BOND FUND | AGGY | — | 102,406 | $4.5M | 2.43% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 30,134 | $4.2M | 2.27% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 95,009 | $4.1M | 2.18% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 146,671 | $4.0M | 2.14% |
| MICROSOFT CORP | MSFT | Technology | 7,360 | $3.8M | 2.04% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 104,312 | $3.3M | 1.78% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 31,330 | $3.1M | 1.68% |
| ISHARES CORE S&P 500 ETF | IVV | — | 3,611 | $2.4M | 1.29% |
| STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF | CWB | — | 26,020 | $2.4M | 1.26% |
| WISDOMTREE US MIDCAP DIVIDEND FUND | DON | — | 43,618 | $2.3M | 1.22% |
| INVESCO S&P 500 PURE VALUE ETF | RPV | — | 21,946 | $2.2M | 1.17% |
| NVIDIA CORP | NVDA | Technology | 11,379 | $2.1M | 1.14% |
| ALPHABET INC | GOOGL | Equity | 8,521 | $2.1M | 1.11% |
| MARRIOTT INTERNATIONAL INC | MAR | Consumer Cyclical | 7,812 | $2.0M | 1.09% |
| WISDOMTREE MORTGAGE PLUS BOND FUND | MTGP | — | 45,293 | $2.0M | 1.08% |